Wade Menzies is a financial advisor at Insight Folios with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tactical Investment Advisors for 12 years. In addition to his advisory role, he is involved in insurance sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm also serves other registered investment advisers through sub-advisory relationships and employs a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Ryan Kilmartin is a financial advisor at Stark Financial Advisers, Inc. with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Stark Financial Advisers since 2023 and at R.M. Stark & Co., Inc. since 2012. Stark Financial Advisers, Inc. manages approximately $94.7 million in discretionary assets for individuals, pension and profit-sharing plans, corporations, and other entities. The firm employs an asset-allocation driven approach that incorporates fundamental and technical analysis, offering portfolios from conservative to aggressive and utilizing a range of strategies including derivatives and options.

Christopher Hobart is a financial advisor with Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has previously worked with firms including G.F. Investment Services, LLC and Global Financial Private Capital. Outside of his advisory role, he owns a marketing consulting business and serves as secretary for a local business park homeowners association. Hobart Wealth provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, retirement plans, and trusts, offering tailored asset management, financial planning, and ERISA retirement plan consulting. The firm constructs portfolios based on client objectives and employs a range of investment strategies, including third-party managers and model providers.

Melissa Wall is a CFP® with nine years of industry experience, currently serving as an advisor at Providence Capital Advisors, LLC. She previously worked at Bank of America for thirteen years. Outside of her advisory role, she operates a seasonal tax preparation and schedule fee business. Providence Capital Advisors provides discretionary and non-discretionary investment management and integrated financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental security selection combined with technical and cyclical analysis across various strategy sleeves, including Core Equity, Diversified Income, and Covered Call programs, and incorporates derivatives and margin transactions in some strategies.

Heather Lawrence is a CFP® professional with 13 years of industry experience, currently serving at Alpha Financial Advisors, LLC. Her prior roles include positions at Relience Wealth Advisors, LLC and Truist Bank (premerger BB&T), with a period as a stay-at-home mother. Alpha Financial Advisors, LLC is an SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and small businesses, including high-net-worth clients. The firm emphasizes strategic asset allocation primarily through no-load mutual funds and exchange-traded funds, with an approach that includes global diversification, fundamental analysis, and oversight of independent managers.

Paul Durso is a financial advisor with Insight Folios in Charlotte, NC, holding Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Insight Folios since 2015 and concurrently operates Durso Capital Management Co. Outside of his advisory roles, Durso is involved with Uplift Marketing, where he contributes to sales, marketing, design, and coaching for the Simplicitree planning software. Insight Folios serves a broad range of individual clients, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm offers discretionary portfolio management and financial planning, utilizing its proprietary Simplicitree software alongside long-term trading strategies and artificial intelligence tools.

Stewart Neely is a financial advisor at Cornerstone Wealth Planning in Charlotte, NC, holding a Series 65 designation with five years of industry experience. Prior to joining Cornerstone in 2021, he spent six years working at Christ Covenant Church. Cornerstone Wealth Planning serves individuals, high-net-worth clients, and small business owners with investment advisory, portfolio management, and comprehensive financial planning. The firm combines Modern Portfolio Theory with fundamental analysis and integrates in-house tax preparation alongside its advisory services.

Thomas Casey II is a financial advisor at Intellectus Partners, LLC in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. His prior work history includes roles at Deutsche Bank Securities Inc. and Lehman Brothers Inc. Outside of his advisory practice, he serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm in the life sciences sector. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm manages approximately $3 billion in assets and uses a combination of fundamental and quantitative analysis to build long-term portfolios, encompassing a range of asset types and separately managed accounts.

Thomas Maclennan is a CFP® professional with 14 years of industry experience. He is currently a partner and Chief Compliance Officer at WMS Advisors, LLC and also has ownership in TGM Capital, LLC, a holding company for interests in WMS Advisors. He serves on the board and finance committee of Charlotte Bilingual Preschool, a nonprofit organization. WMS Advisors is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs asset-class oriented portfolios using ETFs, index funds, individual securities, and select alternatives, offering both discretionary and non-discretionary management alongside financial planning and retirement-plan consulting.

Joseph Brooks is a CFP® professional with 26 years of industry experience. He is currently with Sapere Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Nfp. Sapere Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and trust entities. The firm employs a top-down, global-macro investment approach with an absolute-return focus, combining public equities, registered funds, and privately offered vehicles, while emphasizing active liquidity management.

Brian Huff is a CFP® professional with one year of experience at Providence Capital Advisors, LLC. He previously worked for Flood, Bumstead, McCready & McCarthy, Inc. from 2018 to 2025 and held roles at American University and Live Nation. Providence Capital Advisors, LLC provides discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with customized portfolio construction and incorporates derivatives, borrowing, and alternative investments within some separately managed accounts.

Niki Erb is a Series 65-licensed financial advisor at Insight Folios with six years of industry experience. Prior to joining Insight Folios and Durso Capital Management Co. in 2020, she worked at Frito Lay for over two decades. She is also involved in insurance and annuity sales. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, along with ERISA plan consulting and participant advisory services. The firm often acts as a sub-adviser to other registered investment advisers and uses a team-of-advisers approach supported by proprietary planning software and artificial intelligence tools.

Cynthia Burger is a financial advisor at Stephens with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services before joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, and institutional clients. The firm’s approach combines multiple investment committees and sponsored programs with both bottom-up and top-down strategies, supported by in-house equity research and integrated broker-dealer and investment banking capabilities.

Malinda Dornan is a financial advisor at Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Novant Health. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation based on Modern Portfolio Theory with in-house accounting and tax capabilities, supporting a wide range of client needs through an integrated advisory and accounting service model.

Jonathan Kirk is a financial advisor with Foundations Investment Advisors LLC in Charlotte, NC. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at Edward Jones, FirstBank, and Home Point Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach to manage investments.

Jonathan Lindner is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Arkadios Wealth Advisors in Charlotte, NC, having joined in 2025. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Raymond James Financial Services, Cygnus Asset Management, and Wells Fargo Advisors. Outside of his advisory work, he is president and CEO of The Barly Group LLC, which manages certain investment-related activities. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm supports discretionary portfolio management with an in-house team that delivers models and trade execution across multiple asset classes, employing fundamental, technical, and cyclical analysis.

Alberto Esparza is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Transamerica Financial Advisors, Dream Builders, Inc., and Blue Cross Blue Shield. Outside of advisory work, he is an independent sales agent for health insurance products affiliated with Blue Cross Blue Shield and Transamerica Financial Advisors. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm integrates a range of analytic approaches and offers access to third-party investment advisors, emphasizing service to non-high-net-worth individuals.

David Block is a CFP® professional with 33 years of industry experience, currently affiliated with IP Financial Advisory Services LLC in Charlotte, NC. His prior roles include positions at Lifemark Securities Corp. and Invest Financial Corp. Outside of financial advising, he is the owner of Destiny Results Coaching LLC, which focuses on life and business coaching, and serves as a board member for NYC Basket Brigade Inc., a nonprofit that organizes Thanksgiving food basket distributions to families in need. He is also the CEO of TaxMaster Financial Service Corporation, a firm providing tax planning, payroll tax services, fractional CFO services, and advisory support. IP Financial Advisory Services LLC primarily serves individual retail clients through portfolio management, financial planning, and consulting services, including access to third-party investment managers. The firm emphasizes tailored investment strategies with discretionary management options and offers specialized advisory services such as actuarial analysis and insurance consulting.

Eric Mohammed is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior work includes six years at Wells Fargo Advisors and ongoing roles with multiple Principal entities since 2021. He also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants eligible for distribution. Principal Advised Services delivers investment advice and related services mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies with proprietary models and benefits from its affiliation with the Principal Financial Group family, enabling access to a range of proprietary products and resources.

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Charles Schwab and multiple investment advisory firms. He is currently a Relationship Manager involved in client presentations, financial planning, and customer service. Prosperity - An EisnerAmper Company serves individuals—including high-net-worth clients—trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm employs a multi-team approach emphasizing asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party independent managers and technology platforms.